ActiveCampaign vs. MethodCRM

I've been using ActiveCampaign since around 2018-2019 and I've always been satisfied with the software. It's simple to use, connects with the other tools I use and makes it easy for me to duplicate automations, email templates and workflows as I need to. On top of that, any time I've had an issue (which I think is around twice in the past 5/6 years), the customer service has always been super helpful and my issue has been resolved quickly.

Incentivized

Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.

Incentivized

• Collects and filters emails from various lead magnets exceptionally well (especially if a user wants to re-sign up to the same lead magnet and go through it again, they can)
• Super easy to use email creation that is aesthetically pleasing and user friendly
• Easy email sequences and user classification from a large range of opt in trigger options

Incentivized

• The customization team is brilliant!
• The various integrations, QBO & Gmail, help me keep track of all customer interactions.
• The more organized I am, the more time I have to take care of my clients!
• I have nothing but praise for the support team and the rest of the crew at Method.

Incentivized

• It took me a while to get to understand where to find things, and I used a free online course from a consultant who specialises in AC to help me get the foundations set up more easily. That said, there were lots of onboarding workshops, which were good. It just felt like it required a lot of different angles of learning to just get started.
• The customer support took longer than other software to get back to me via email, though once I found the chat option for my most recent query, that was fast.
• I've ended up switching to another programme where more software is more naturally integrated, and the AC equivalent is included in the price, along with many other types of software. However, design-wise, ActiveCampaign is much better.
• I also had a problem with a form used on my WordPress website, which has a BuddyBoss platform - the colours on the form would be overridden by colour choices for the website, so they were hard to read (pink text on purple background instead of the gold text it was meant to be)
• I couldn't always find the templates I was looking for or how to access them for automation-based emails. I think when I used it, there was a new type of template for newsletters that weren't available for automations, so I had to recreate it, which added time.

Incentivized

• It would be great if we could attach files to a lead or account in general and not just in an activity or opportunity.
• All custom fields do not show up as options for a view when searching for leads or customers within certain parameters.

I am committed at the moment. Rebuilding the automations I have would be a huge time drain. Plus the cost of learning a new system and the risk to deliverability of porting a 6,000 person list to a new platform. Also, AC offers everything I need ast a reasonable (but a little high) price. So, why not a 10? Because, early 2023, AC dropped a massive 2x price hike on long-term customers. They knew few would shift, so this feels like a cynical cash grab and left a bad taste, If they do something like this again, this camel will have a broken back.

Incentivized

The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM

ActiveCampaign has been the easiest marketing automation software we have ever used. They provide tips throughout the entire process of anything you are building. Their support team through LIVE CHAT has been extremely fast and helpful. The monthly meetings provided with the enablement team has helped us through several large and urgent needs.

Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here

Incentivized

I haven't experienced application errors or unplanned outages at all. Active Campaign is ultra reliable and I would not be using them if that were the case. Also, the helpful emails they send are welcomed and informative, and present very practical tips and guidance for using the platform. They're always demonstrating new features and I'm thankful for that.

Incentivized

Oh my gosh, Active Campaign's performance gets an A+++ in my book. The pages load quickly and so do the reports. I haven't noticed any slowdowns when it's integrating with other programs and it performs excellently on all levels.

Incentivized

This might be the best part. The chat support lady offered to make a video to help me solve my problem. I worked in customer service for years and I've never done that, lol. So, if they're offering things like that, I can only imagine that they'd be able to handle most any issue you throw at them.

Incentivized

The Customer Support of this app is fantastic. If you ever have any questions they are there to answer you or fix whatever issue that you are having. The FAQ pages are also extremely helpful when you want to learn about the more in-depth qualities this program has to offer.

Incentivized

Very satisfied with our implementation in our professional medical practice, allowing us to be on top of client service, and not miss out on crucial information and insights. Marketing is often neglected in professional practices and ActiveCampaign solved this problem with aplomb.

Incentivized

Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.

I moved to ActiveCampaign from Mailchimp. Admittedly, I was using the free version of Mailchimp, but I had numerous episodes of subscriber data NOT being added to Mailchimp, despite using API to integrate with my mailing list. Obviously, I couldn't pay for clicks and not capture subscriber data, so I had to find something else. ActiveCampaign has been 100% reliable in testing.

Incentivized

We chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and making sure our payments were being logged appropriately. I do wish that payments would be added to the calendar automatically so that the sales rep could view and make a phone call letting them know their invoice is due.

My web designer told me about Active Campaign and although I don't recall which platform I had before, I LOVE Active Campaign and its user friendliness. The transition was seamless and I've never had a problem with functionality or server failure.

Active Campaign provides so many features, and makes it easy for non-techies to maneuver around the site with ease. They capture information and put it in an easy-to-read format.

At this point, I don't think I'd ever use any other platform!

Incentivized

• I haven't monetized my list yet so no clear ROI but great from a list-building perspective
• The software is not cheap so at times I feel like I may not be getting the most out of the product because I'm not using all of the features

Incentivized

• Method:CRM has probably saved me about 6-10 hours per week over the past few years.
• It has likely saved our company several hundred hours in the last 10 years.
• It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things.

Incentivized